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SUN LIFE ASSUR. OF CANADA v. BARNARD

No. 94 CA 0402.

652 So.2d 681 (1995)

SUN LIFE ASSURANCE OF CANADA (U.S.) v. Estelle H. BARNARD and Carole L. Cole. Carole L. COLE v. Taylor BERNARD, Jr.

Court of Appeal of Louisiana, First Circuit.

March 3, 1995.

Attorney(s) appearing for the Case

Belinda B. LeBlanc, Baton Rouge, for plaintiff/appellee, Sun Life Assur. of Canada.

Lisa F. Koch, Baton Rouge, for defendant/appellant, Estelle H. Barnard.

Gregory G. Gremillion, Gretna, for defendant/appellant, Carole Cole.

Ann M. Halpen, Baton Rouge, for defendant/appellant, Taylor Bernard, Jr.

Before LeBLANC, PITCHER and EDWARDS, JJ.

LeBLANC, Judge.

This concursus involves two conflicting claims to the proceeds of a life insurance policy. The trial court concluded the insured, Charles Barnard, effectively changed his beneficiary from his wife, Estelle Barnard, to a friend, Carole Cole. The trial court's judgment also dismissed Ms. Cole's suit against the insurance agent who prepared the disputed change of beneficiary form. We reverse for the following reasons.

FACTS

Charles...

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